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Upgrading Database (v3.0 Migration)

NOTE: This is a pre-written guide for v3.0, it is not yet complete and should be disregarded until v3.0 Launch!

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This update was included in v3.0+ of the Zero BS CRM Core, and with it comes a ~60x improvement in page-load times, object read, update and view operations, and generally a whole bucket more kick-ass.

This guide will walk you through the steps of the essential database migration that comes with v3.0 of ZBS

Notes:

  • Before you get started, it is essential you backup your database.
  • You’ll need to be a WordPress Administrator to run this upgrade routine
  • This process will mean that some of your object ID’s change. The system remembers old ID’s and can expose these if you need them. Please let us know via support if this is an issue for your business workflow.
  • This vastly improves the performance of your CRM Database.
  • You don’t need any special skills to run this upgrade, it’s all a web-based wizard.

Running the Upgrade

If you started using Zero BS CRM after version 3.0, you’ll never need to do this, but if you started with us earlier, you’ll see that when you go to use the CRM you’ll be presented with a message (you should also get a ZBS Notification telling you to run the upgrade):

If you’re an admin, you’ll see a button ‘go to update’ – clicking this will take you to the upgrade routine. (If you’re not a site admin, you’ll need to get one to do this for you.)

Here’s the upgrade page:

Please read the page carefully before you hit the green button. It’s important that:

  1. You BACKUP your database before you run the routine – it’s been very well tested, but we’re not responsible for your loss of data if you do not back up before you run this!
  2. Please allow time. A 2k contact database may take 3-5 minutes, depending on your server hardware. A 10k list might therefore take 25 minutes+.
  3. Please leave the page open until the ‘Complete’ page shows (below).

… it’s imperative you take these seriously, but once you understand them – and agree – hit the green ‘I have backed up my database, Begin’ button.

Database Upgrade: Processing:

Once you get going, you’ll see a page like this (part completed) – this page will automatically start workers which will process 5 objects at a time. This backs your data up as it goes, as well as migrating all ‘old database objects’ into new (and improved) DB2 objects. The progress bar will go up as it works, and you can pause this with the ‘Pause’ button (but please try to run it in one sitting, especially if you’re using API/Sync extensions).

After this has completed, you will see a page like this:

Database Upgrade Complete

This means you’re all set! Your ZBS CRM has successfully upgraded your database. Win. Now your CRM will be faster, your edits will be cleaner, and lots more awesomeness is on the way (we needed these database updates to enable future features in extensions like Mail Campaigns v2.0 for CRM).

Note: If you’re using PRO extensions

It’s highly recommended that if you’re a Pro CRM user (or bundle owner) that you update ALL of your extensions now – only the latest versions will properly support v3.0 functionality.

Updated on March 20, 2019

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